UR
WR

USCA RIA’s Westar Energy Inc WR Stock Holding History

USCA RIA’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-31,989
Closed -$1.23M – 404
2015
Q3 		$1.23M Buy
+31,989
New +$1.18M 0.31% 92
2015
Q1 		– Sell
-27,094
Closed -$1.12M – 378
2014
Q4 		$1.12M Buy
+27,094
New +$1.03M 0.31% 89
2014
Q3 		– Sell
-22,340
Closed -$853K – 352
2014
Q2 		$853K Buy
+22,340
New +$800K 0.29% 104

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

USCA RIA's WR Position: Q4 2015 in Review

USCA RIA sold out of Westar Energy Inc (WR) in Q4 2015, closing a stake of 31,989 shares — an estimated $1.23M sold.

USCA RIA first reported a position in WR in Q2 2014 and held it in 3 quarters. The position peaked at $1.23M in Q3 2015. 333 funds tracked by Wall St. Rank hold WR as of Q4 2015.

  • USCA RIA reported no remaining Westar Energy Inc position as of Q4 2015 after selling out during the quarter.
  • USCA RIA sold 31,989 Westar Energy Inc shares in Q4 2015, an estimated $1.23M.
  • USCA RIA first reported a position in Westar Energy Inc in Q2 2014 and held it in 3 quarters.
  • USCA RIA's Westar Energy Inc position peaked at $1.23M in Q3 2015.
  • 333 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2015.

Based on USCA RIA's 13F filing for Q4 2015, filed 8 Feb 2016.